Cherry Hill, NJ
Order: 324780
Our client in Cherry Hill, NJ is seeking a high-level Financial Administrative Assistant to support two financial advisors in a professional, client-facing environment. This is a Temp to Hire role, offering $36,000 to $50,000 salary, plus bonuses and incentives.
This position is Monday through Friday, 9:00 AM – 5:00 PM, with the possibility of 1 day remote flexibility.
The ideal candidate will:
- Have strong interpersonal and communication skills for client interaction
- Be proficient in Google Sheets and MS Word
- Be highly organized and detail-oriented
- Be comfortable managing confidential client data (background check required)
- Be proactive in suggesting ideas to improve operational efficiency
- Be interested in growing into a junior advisor role
Responsibilities:
- Provide client service support to two advisors
- Manage CRM systems and track client requests
- Prepare for client meetings and follow up for missing information
- Organize and maintain digital files
- Learn to open new accounts and assist with onboarding
- Communicate effectively with clients and internal teams
Requirements:
- Bachelor's Degree preferred
- Experience in administrative, office management, or client service roles
- Strong tech skills, especially with Google Sheets and MS Word
- Ability to handle sensitive information with discretion
- Interest in financial services and long-term career growth